Announced
Completed
Financials
Tags
Majority
United States
wealth management
Asset Managers and Custodians
Completed
Private
Domestic
Merger
Friendly
Single Bidder
Synopsis
Fleming Investment, a financial planning firm, completed the merger with 360 Financial, a boutique wealth management firm. Financial terms were not disclosed. "We are excited to join forces with Fleming Investment Group. This opportunity is great for our firm to expand into the Northwest metro area, collaborate with an outstanding advisory team, and provide additional resources to our respective clients. Brian has built a tremendous client-focused planning practice and together we believe we will create a win-win environment for our firm and, more importantly, our clients," Mike Rogers, 360 Financial President.
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